Re: [標的] 網家已刪文
原文有點長,恕刪
網家問題我覺得在於營益率和成長動能減緩。
營益率自去年第二季以來就有下降趨勢,主要還是因爲針對商家的讓利,加上佈局海外使
得成本上升導致。
成長動能則是可以自今年1月營收年增率看出,其實已經成長到一定的程度了。要再大幅
成長20趴以上是比較有難度的。
上面兩點導致外資調整持股比例。
只是調整的有點快.....
EPS端看去年第四季是否持續讓利,個人覺得年報EPS恐怕會較前年略低或持平,純粹個人
看法。
再回頭看籌碼,現在的籌碼真的不是很好,融資真的增加很多,這會讓反彈過程增加許多
壓力,加上這波下來都是急殺,可以想見要上去要等這些人吃筍....
結論:
這波反彈目標我會設在230,
進場目標價是今日收盤價 ,
200沒撐就停損。
小弟不是要帶風向,上面所述純屬個人看法,尚請各位先進不吝賜教,謝謝。
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